Calendly Infusionsoft – Easy scheduling ahead

Are you a consultant, a freelancer or maybe you’re just searching for more leads and enabling individuals to easily and expertly book time in your calendar? Well, in today’s video, I’m gon na reveal you everything you need to understand to utilize Calendly Hello everyone, Scott Friesen here at Simpletivity, assisting you to get more done and take pleasure in less stress. And I’ve utilized Calendly for a while now. It is a quick and really easy tool to permit individuals who have an interest in my business and in my work to book time with me. So I wan na reveal you how to get things begun. We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And among the top places that you’re gon na wan na go is up here to your account. Due to the fact that really whatever is based around your relationship with Calendly and your calendar, and we want to go to calendar connections. So the first thing that you’re gon na wan na do is ensure that you add several calendar accounts. This not only allows Calendly to book those appointments directly to your calendar but it also enables Calendly.

And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.

You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got two events currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.

So let’s say produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the choice that you select, you might have some extra options awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na neglect especially if you have multiple occasions that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting.

And finally, we can select a different color. This is really valuable if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of

Calendly Infusionsoft – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the first locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image.

Now this is most likely more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s carry on to the events themselves and how can you establish several events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and edit existing events. I have actually got two events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an individually conference or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually meeting.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available.

And lastly, we can choose a various color. This is really practical if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of